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A Career-Defining Opportunity for a Skilled Paraplanner in Central Brighton
An established and forward-thinking financial planning firm is seeking an experienced Paraplanner to join their growing team in the heart of Brighton. This is a fantastic opportunity to be part of a values-driven business that puts people before products and delivers expert, jargon-free financial advice tailored to every client.
Hybrid Working: 3 days in-office (with flexibility depending on experience)
Salary up to £50,000
Why Consider This Role?
This firm stands out for its independent approach and transparent, client-first ethos. With a long-standing reputation for integrity and clarity, they operate with complete autonomy, ensuring that every recommendation is made solely in the best interest of their clients.
Team members enjoy a supportive and inclusive culture that encourages personal growth, technical excellence, and work-life balance. With access to leading financial planning tools and a collaborative environment, the business is committed to helping employees thrive professionally and personally.
The Role
- The Paraplanner will play a vital role in supporting Financial Advisers by delivering technical expertise throughout the client journey. This includes preparing detailed reports, conducting in-depth research, and ensuring regulatory compliance, all while keeping the client’s best interests at the centre of every recommendation.
Key responsibilities include:
- Producing suitability reports, review documents, portfolio summaries, and other client communications using industry software
- Conducting product and market research to support advice strategies
- Providing cashflow modelling, risk analysis, and investment comparison data
- Collaborating with advisers to deliver bespoke financial planning solutions
- Liaising with compliance teams to ensure accuracy and regulatory adherence
- Supporting operational and process improvement initiatives
Ideal Candidate Profile
- The ideal candidate will be a detail-oriented and proactive professional with a strong background in paraplanning and a passion for delivering high-quality financial solutions.
- Key qualifications and experience:
- CII/CISI Level 4 Diploma in Regulated Financial Planning (or equivalent)
- Working towards or keen to achieve Chartered status (e.g., J09, J10, R01–R06)
- At least 4 years’ experience in a paraplanning role within wealth management or financial planning
- Strong report writing, analytical and research skills
- Familiarity with financial planning tools such as Intelligent Office, Genovo, and cashflow analysis software
- Committed to maintaining CPD and professional development
This is a rare opportunity for an experienced Paraplanner to step into a key role within a respected and growing firm. If you're looking for a position where your knowledge will be valued and your development supported, this could be the perfect next step in your career.
Apply today to join a firm that values precision, professionalism, and people.
